RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201Filament, Llc$3,453,920$1,047,757,934$689,563,777$1,737,321,711
202Barrett Asset Management, Llc$2,025,661$1,516,061,884$199,673,030$1,715,734,914
203Yale Capital Corp.$16,163,538$1,713,334,981$1,713,334,981
204Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
205Envoi Llc$1,672,257$1,690,652,000$1,690,652,000
206Paratus Financial, Inc.$648,535$185,704,159$1,504,378,841$1,690,083,000
207The Burney Company$389,195$1,684,823,900$1,684,823,900
208Northcoast Asset Management LLC$398,236$1,659,050,217$1,659,050,217
209Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
210Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
211Windrose Advisors Llc$23,272,169$326,298,972$1,302,752,854$1,629,051,826
212Colony Family Offices, Llc$4,524,180$1,576,870,343$47,310,290$1,624,180,633
213Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
214Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
215Donaldson Capital Management Llc$504,399$1,540,367,805$72,699,967$1,613,067,772
216Chesley, Taft & Associates, Llc$1,055,240$1,491,350,231$118,945,319$1,610,295,550
217Radnor Financial Advisors, Llc$628,244$1,600,764,456$1,600,764,456
218Polaris Greystone Financial Group, Llc$389,860$1,524,173,314$67,235,139$1,591,408,453
219Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
220Beirne Wealth Consulting Services, Llc$1,050,189$354,425,321$1,235,561,064$1,589,986,385
221Chicago Capital, Llc$1,410,007$1,586,263,267$1,404,602$1,587,667,869
222Gibson Capital, Llc$1,819,439$1,496,869,837$89,680,852$1,586,550,689
223Biltmore Family Office, Llc$2,263,571$887,552,705$696,947,068$1,584,499,773
224North Star Asset Management Inc$764,815$1,551,233,500$25,815,519$1,577,049,019
225Colorado Financial Management Llc$518,995$1,563,570,133$6,390,973$1,569,961,106
226Birch Hill Investment Advisors Llc$1,407,746$1,562,274,409$1,731,230$1,564,005,639
227Argent Wealth Management, Llc$808,800$1,163,966,759$397,017,930$1,560,984,689
228Bakeravenue$922,535$1,340,786,377$215,530,286$1,556,316,663
229Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
230Waters, Parkerson & Co., Llc$914,740$1,431,372,665$100,817,010$1,532,189,675
231Meritage Portfolio Management, Inc.$1,246,281$1,476,376,241$54,056,804$1,530,433,045
232Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
233Private Vista, Llc$1,590,746$1,486,635,464$37,298,815$1,523,934,279
234Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
235Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
236Capital Counsel Llc$2,728,079$1,510,355,151$6,456,768$1,516,811,919
237Farr Miller & Washington Llc$1,343,364$1,505,292,700$4,648,251$1,509,940,951
238Motley Fool Wealth Management, Llc$331,029$1,509,494,032$1,509,494,032
239Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
240Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
241West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
242The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
243Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
244Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
245Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
246Wellspring Financial Advisors, Llc$1,784,734$276,705,883$1,158,219,944$1,434,925,827
247Cadinha & Co Llc$309,306$1,432,707,520$1,432,707,520
248The Welch Group, Llc$1,428,705$1,431,562,472$1,431,562,472
249Logan Capital Management, Inc.$1,679,234$1,030,365,552$400,342,113$1,430,707,665
250Arlington Partners Llc$2,265,906$1,272,374,109$152,880,823$1,425,254,932
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.